Minimum Requirements
- Microsoft Windows 10 Operating System
- Microsoft Office 2013 (Service Pack 1) or higher, including:
- MSI
- 'Click-to-Run'
- If you work behind a firewall, your IT administrator must approve Act-On's servers: Allow Network Traffic from Act-On IPs and Domains
This plugin is not compatible with:
- Mac OS
- Versions of Outlook from the Microsoft/Windows Store
- Unsupported / End-of-Life versions of Windows OS and Microsoft Office
Act-On cannot guarantee compatibility with other Outlook plugins.
Instructions
Download
To download the installation file, you must be logged in to Act-On.
Marketing Users
- Navigate to Settings > Connectors > Outlook
- Click the download link to download setup.exe
Sales Users
- Navigate to Resources > Outlook Plugin
- Click the download link to download setup.exe
Install
Find the installation file, setup.exe. Right click and choose Run as Administrator.
You may see a prompt to approve the app to run. Click Yes.
This will launch the InstallShield Wizard. When it is ready, click Next.
Review and accept Act-On's license agreement and click Next.
Review the install location and click Next.
You can review the complete installation settings and click Install.
Click Finish.
You will also be prompted by Microsoft Office Customization Installer to approve the Act-On Outlook Extension. Click Install.
Once the installer is finished, click Close.
Once installation is complete, you can begin using the plugin. For instructions, see our User Guide here: Act-On Anywhere for Outlook - User Guide.
Uninstall
- Go to Add or remove programs
- Uninstall the two Act-On applications in the order below
- Uninstall the plugin first
- Uninstall the installer next
FAQs
How do I update my plugin?
Our plugin automatically checks for updates every 24 hours. If you are having problems receiving the latest update, you may be behind a firewall that is blocking the update. Provide this article to your IT team and ask them to ensure your network is approving traffic to/from Act-On: Allow Network Traffic from Act-On IPs and Domains
We also recommend uninstalling the plugin and then downloading and installing the latest version.
Troubleshooting
For help resolving errors, see Act-On Anywhere for Outlook - Troubleshooting.
